Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,312,976
+$4,667,689 QoQ
Shares Held
111,524
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#395
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. MS ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,312,976 | 111,524 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,645,287 | 113,297 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $21,409,229 | 120,595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,633,961 | 129,806 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $21,919,082 | 155,609 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $15,260,436 | 130,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,671,464 | 180,333 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,038,106 | 173,044 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,306,720 | 178,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,491,360 | 228,243 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,271,071 | 228,108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,114,618 | 234,047 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,148,046 | 224,216 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,101,019 | 228,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,294,869 | 238,707 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,519,499 | 247,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,518,517 | 256,620 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,764,610 | 249,023 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,280,955 | 247,361 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $24,078,678 | 247,443 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $22,216,303 | 242,298 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,186,663 | 311,443 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $22,730,921 | 331,693 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $16,013,423 | 331,198 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $16,127,466 | 333,902 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $11,531,134 | 339,151 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||